Customer Relationship Management

openCRX is an open source Customer Relationship Management (CRM) solution that meets the needs of organizations requiring multifunctional, enterprise-wide coordination of sales generation, sales fulfillment, marketing and service activities to customers, partners, suppliers or intermediaries

Activities

openCRX supports a wide range of activities, e.g. Meetings/Sales Visits, Tasks, Calls, E-Mails, SMS, MMS, Faxes, Mailings, and Cases/Incidents. You can group activities by Trackers, Categories, and Milestones. In addition, advanced filtering features enable you to group activities any way you like, e.g. all activities opened during the last 30 days, etc…

Account Management

openCRX's account management provides a true 360° view of customers across contracts, activities, products, and status. Account management enables your employees to build tighter, more profitable relationships by understanding the status of each account.

Product and Price Management

In addition to managing products, prices and price lists in multiple currencies, you can build complex products based on simple products. openCRX supports the whole range of advanced product structuring, e.g. product bundling and design of product offerings based on multiple product bundles. Extremely flexible pricing rules, which you can add/modify at run-time, allow you to implement any desired pricing algorithm.

Sales Pipeline

openCRX allows your team to focus on profitable deals and close them faster by sharing consistent sales information, tracking deal progress, and recording all deal-related interactions. In combination with openCRX's activity management you can customize your own sales processes. The sales pipeline gives marketing professionals the tools to manage prospects and existing customers.

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